Client service specialist

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023 :

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Places to Work in Insurance
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States.

MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

You must be able to multi-task and manage workload priorities; work well with tight deadlines; and maintain a high aptitude for detailed work and possess superior customer service and interpersonal skills.

If you would describe yourself as highly organized, self-directed, and an expert at multi-tasking, this would be the perfect role for you!

Essential Functions and Primary Duties

• Produce, format, and edit letters and client deliverables
• Utilize company software to access and save data and documents in electronic format
• Communicate with internal staff to verify and finalize deliverables
• Working closely with other team members to collaborate on shared tasks
• Update tracking system to ensure all products are properly filed, including generating reports
• Troubleshoot delivery issues with clients including software education and due dates to ensure efficient turnaround of deliverables
• Management of various special projects including working with others to ensure quality and timely completion
• Manage and prioritize a large volume of electronic correspondence via Outlook and Microsoft Teams
• Use of software including, but not limited to : Practice Engine, CCH Axcess, Adobe, Microsoft (Outlook, Word, Excel, PowerPoint, etc.

Concur, Docuware, etc.

Internal and external event coordination

Preferred Qualifications

• Previous administrative or customer service experience
• Basic knowledge of Microsoft Office programs
• Professional written and verbal communication skills
• Comfortable with verbal client interaction - in person, telephone and email
• Familiarity with general office equipment including computers, telephones, copiers / printers, and scanners
• Discrete concerning confidential or sensitive information
• Ability to work in the office daily
• Ability to demonstrate professionalism when working with internal staff and clients
• High attention to detail and accuracy
• Resourceful and a team player
• Ability to multitask, prioritize and manage workflow for multiple team members

Minimum Qualifications

• High school diploma or GED
• 2 years' experience in office environment, preferably performing as an administrative assistant
• Must have knowledge of administrative procedures and best practices
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

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Last updated : 2024-09-24